Are we not able to import documents from Investor 360 this year?

[bsweave]

Tax year 2024

[xmasbaby0]

Most banks and financial institutions do not have data ready for import into tax software until about mid-February.   They often put it on the website for you to see or print for yourself before that.   If it is there, you may want to just key it in manually now----or wait until they have it up.

[Pearljammer23]

Thanks for the reply.   I guess what I was referring to is that Investor 360 is not even listed in the list of companies to import from this year.

[DoninGA]

Investor360 is an import partner and is shown when you type in the search parameter for import -